Events
Education
The Truth About Discounts: They’re Not Dirty, They’re Necessary. What Fiduciaries Must Understand About Valuation, Taxes and Risk Management
May 29, 20263:15 PM – 4:15 PM PT
Sacramento, CA
Marc M. Stern and Julia R. Haye
Community
Jewish Federation of Greater Los Angeles | 75th Annual Legal Network Torch of Justice Event
December 1, 20256:00 PM – 9:00 PM PT
Los Angeles
Warren J. "Skip" Kessler, Norman H. Levine, Karina B. Sterman, Jacob V. Phillips, and Marc M. Stern
Education
Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences
September 10, 202510:00 AM – 11:00 AM PT
Webinar
Julia R. Haye and Marc M. Stern
Industry Conference
Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences | Annual PFAC Educational Conference
May 8, 20257:15 AM – 8:15 AM PT
Disneyland Hotel, Anaheim, CA
Julia R. Haye and Marc M. Stern
Divorce and Death
July 29, 2020
Virtual
Marc M. Stern
Things we have learned about Capacity from the Sterling and Redstone (and other) Cases.
July 14, 20166:00 PM – 9:00 PM PT
The Depot
Marc M. Stern
Multifamily Wealth Seminar Presented by Berzack Investment Property Advisors Draws Over 160 Investors
February 10, 2015
Berzack Investment Property Advisors
Marc M. Stern
Maximizing Multifamily Wealth & Cash Flow: Key Investment Strategies for 2013
2013
The Berzack Group
Marc M. Stern
Taking Advantage of Intra-Family Loans in a Low Interest Rate Environment
2011
40th Annual Portland Estate Planning Council Estate Planning Seminar
Marc M. Stern
Intra-Family Loans and Sales: A Fresh Look
2009
USC Gould School of Law 35th Annual Trust and Estate Conference
Marc M. Stern
Intra-Family Loans - New Opportunities and Perils
2009
Jewish Community Foundation
Marc M. Stern
Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc.
2008
San Fernando Valley Estate Planning Council
Marc M. Stern
Succession Planning – Integrating the Estate and Financial Plans With Each Other
2008
45th Annual Hawaii Tax Institute
Marc M. Stern
Fiduciary Track – The Effects of Separation and Divorce on an Estate Plan
2008
45th Annual Hawaii Tax Institute
Marc M. Stern
Federal Income Taxation of Estates Trusts and Beneficiaries
2007-2010
Loyola Law School
Marc M. Stern
Analysis and Preparation of the Federal Estate Tax Return, Form 706
2007
44th Annual Hawaii Tax Institute
Marc M. Stern
The Honeymooon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement
2007
Los Angeles Estate Planning Council
Marc M. Stern
Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc.
2007
California Society of CPAs, Hollywood/Beverly Hills Discussion Group
Marc M. Stern
The Honeymooon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement
2006
Jewish Community Foundation
Marc M. Stern
Adjustment Powers Authorized under California Law
2006
Southern California Trust Officers Association
Marc M. Stern
Basics of Fiduciary Income Taxation
2005
South Bay Estate Planning Council
Marc M. Stern
For Love or Money
2005
GGFCM Speaker Series
Marc M. Stern
2004 Recent Developments,
2004
Northwest Tax Institute, Income Taxation of Estates and Trusts
Marc M. Stern
The 709, It's Not a Freeway!
2003
Beverly Hills Bar Association
Marc M. Stern
What Every CPA Needs to Know About Estate Planning
2002
California Society of CPAs, Santa Barbara County Chapter
Marc M. Stern
Advanced Estate Planning After EGTRRA
2001-2002
California Continuing Education of the Bar (CEB)
Marc M. Stern
Gifts, Wills and Trusts
2000-2002
USC Law School
Marc M. Stern
Transfer Tax Aspects of the Recent Tax Law Changes
2001-2001
Aspen Valley Foundation
Marc M. Stern
Income Taxation of Trusts and Estates
1999-2004
California Continuing Education of the Bar (CEB)
Marc M. Stern
Drafting Premarital and Postmarital Agreements
1999-2003
UCLA Extension
Marc M. Stern
